Interact to see
Advertisement
Advertisement
CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$36.70
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.9B
Eventide Balanced Fund
Price$14.64
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets387.86M
CLBFX vs ETNMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ETNMX commentary
Jul 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and ETNMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. ETNMX (388M). CLBFX pays higher dividends than ETNMX: CLBFX (1.99) vs ETNMX (1.79). CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETNMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). CLBFX (6.92) and ETNMX (6.70) have marching annual gain over last year. CLBFX return over 5 years is better than : 43.07 vs. ETNMX (38.35).
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.67 | 1.02 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.09 | 61% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 8.022 | 4.611 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 388M | 65,206% |
| Annual Yield % from dividends | 1.99 | 1.79 | 111% |
| Returns for 1 year | 6.92 | 6.70 | 103% |
| Returns for 3 years | 37.72 | 27.09 | 139% |
| Returns for 5 years | 43.07 | 38.35 | 112% |
| Returns for 10 years | 78.57 | N/A | - |